Senior Privilege Wealth Advisor for HNW Clients

UOB; Singapore; On-site; SGD 90,000 - 180,000; Full time

Job summary

United Overseas Bank Limited (UOB) is seeking a Privilege Client Engagement Lead to develop and grow our affluent client relationships. You will provide tailored financial advisory and investment solutions, and ensure timely information and recommendations fit client requirements.

Building long-term relationships and adhering to FAA, KYC and internal policies are key to success in this role, which requires strong interpersonal skills and 5 years of relevant experience.

Qualifications

• Strong advisory skills with wealth management knowledge.
• Excellent interpersonal and client-facing abilities.
• Proven track record in sales and building long-term relationships.

Responsibilities

• Lead and grow Privilege client relationships.
• Provide financial advisory and investment solutions to affluent clients.
• Provide timely information, advice and recommendations to fit client requirements.
• Ensure advisory procedures and documentation comply with FAA and internal policies.

Skills

Advisory skills

Interpersonal skills

Sales drive

Client relationship

Education

University degree

Job description

United Overseas Bank Limited (UOB) is seeking a Privilege Client Engagement Lead to develop and grow our affluent client relationships. You will provide tailored financial advisory and investment solutions, and ensure timely information and recommendations fit client requirements.

Building long-term relationships and adhering to FAA, KYC and internal policies are key to success in this role, which requires strong interpersonal skills and 5 years of relevant experience.